Individual skill
Commercial Analysis
Structured commercial due diligence covering TAM/SAM/SOM sizing, competitive positioning using Porter's Five Forces, customer concentration analysis, and growth thesis validation.
packs/private-equity/skills/commercial-analysis/SKILL.md
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# Commercial Analysis
## When to use
Use this skill during the commercial diligence workstream -- typically weeks 2-4 of a process. It applies to any business where the investment thesis depends on market growth, competitive positioning, or the ability to expand into adjacent markets. It is particularly important for technology, services, and consumer businesses where the moat is not always visible in the financials. This skill synthesises publicly available information and management inputs; it does not replace primary customer reference interviews, but it structures the framework those interviews should test.
## What it does
Produces a commercial analysis memo covering: market definition and sizing, competitive landscape mapped against Porter's Five Forces, company positioning and differentiation, customer and revenue concentration analysis, growth thesis assessment, and key commercial risks with diligence recommendations.
## Method
### Step 1 -- Market definition
